I will setup pipedrive procore salesforce jobnimbus workflow automation buildxact keap
About this Gig
I've helped construction and contracting businesses cut admin time by 25+ hours a week by connecting their job management, estimating, and CRM tools into one automated system. I build workflows across Pipedrive, Procore, Salesforce, JobNimbus, Buildxact, and Keap that move leads from inquiry to signed job without manual follow-up.
You get a clean pipeline, automated follow-ups, and tools that actually talk to each other. No duplicate data entry, no missed leads.
My service includes:
- CRM platform setup
- Pipeline stage design
- Lead capture automation
- Estimate-to-job workflows
- Job costing triggers
- Contact + lead import
- Email follow-up sequences
- Cross-platform data sync
- Lead scoring + routing
- Client onboarding flows
- Reporting dashboard
- Tag + segment logic
- Buildxact integration
- Keap automation
- QA testing + delivery report
Platforms I work with: Pipedrive Procore Salesforce JobNimbus Buildxact Keap Zapier Make (Integromat) HubSpot GoHighLevel ActiveCampaign Zoho CRM monday.com ClickUp Airtable Google Workspace Calendly Typeform Slack Twilio Mailchimp Xero QuickBooks Asana
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE
Software:
Salesforce

